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TrinityPoint Wealth’s NVIDIA NVDA Stock Holding History

TrinityPoint Wealth’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$18M Sell
134,077
-2,374
-2% -$327K 2.53% 7
2024
Q3 		$16.6M Buy
136,451
+710
+0.5% +$83.9K 2.38% 8
2024
Q2 		$16.8M Sell
135,741
-10,339
-7% -$1.05M 2.62% 7
2024
Q1 		$13.2M Buy
146,080
+330
+0.2% +$23.9K 2.18% 7
2023
Q4 		$7.22M Sell
145,750
-120
-0.1% -$5.56K 1.31% 17
2023
Q3 		$6.35M Sell
145,870
-9,570
-6% -$429K 1.26% 15
2023
Q2 		$6.58M Sell
155,440
-11,980
-7% -$398K 1.28% 16
2023
Q1 		$4.65M Sell
167,420
-21,790
-12% -$472K 1% 20
2022
Q4 		$2.77M Sell
189,210
-28,170
-13% -$413K 0.63% 39
2022
Q3 		$2.64M Buy
217,380
+12,170
+6% +$192K 0.6% 40
2022
Q2 		$3.11M Sell
205,210
-147,580
-42% -$2.79M 0.69% 38
2022
Q1 		$9.63M Buy
352,790
+228,740
+184% +$5.74M 1.74% 8
2021
Q4 		$3.65M Buy
124,050
+890
+0.7% +$24.5K 0.65% 42
2021
Q3 		$2.55M Buy
123,160
+38,880
+46% +$807K 0.49% 55
2021
Q2 		$1.69M Sell
84,280
-4,400
-5% -$70.5K 0.34% 73
2021
Q1 		$1.18M Buy
88,680
+6,960
+9% +$93.5K 0.28% 87
2020
Q4 		$1.1M Sell
81,720
-53,360
-40% -$714K 0.26% 88
2020
Q3 		$1.83M Buy
135,080
+17,920
+15% +$209K 0.51% 53
2020
Q2 		$1.11M Sell
117,160
-200
-0.2% -$1.62K 0.35% 80
2020
Q1 		$773K Sell
117,360
-13,760
-10% -$86.8K 0.31% 91
2019
Q4 		$771K Sell
131,120
-39,920
-23% -$208K 0.26% 99
2019
Q3 		$900K Sell
171,040
-53,400
-24% -$225K 0.31% 86
2019
Q2 		$1M Sell
224,440
-7,880
-3% -$32.7K 0.48% 53
2019
Q1 		$1.04M Buy
+232,320
New +$902K 0.51% 56

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TrinityPoint Wealth's NVDA Position: Q4 2024 in Review

TrinityPoint Wealth reduced its NVIDIA (NVDA) stake by 1.7% in Q4 2024, selling an estimated $327K and leaving 134,077 shares worth $18M. The position accounts for 2.53% of the portfolio, ranked #7.

TrinityPoint Wealth first reported a position in NVDA in Q1 2019 and has held it in 24 quarters since. 5,192 funds tracked by Wall St. Rank hold NVDA as of Q4 2024.

  • TrinityPoint Wealth held 134,077 shares of NVIDIA worth $18M as of Q4 2024.
  • TrinityPoint Wealth sold 2,374 NVIDIA shares in Q4 2024, an estimated $327K.
  • NVIDIA made up 2.53% of TrinityPoint Wealth's portfolio in Q4 2024, its #7 holding.
  • TrinityPoint Wealth first reported a position in NVIDIA in Q1 2019 and has held it in 24 quarters since.
  • 5,192 funds tracked by Wall St. Rank held NVIDIA as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.